GDP incremental exceeding Jiangsu, Guangdong, why does Shandong perform well?

In the first half of the year, Shandong's economic performance was inseparable from the new and old kinetic energy conversion in recent years.

▲ On June 26, at Shandong Zhengkai New Materials Co., Ltd., the staff was processing high -end yarns. Picture / Xinhua News Agency

In the past few days, economic data in the first half of 2022 were released, and Guangdong, Jiangsu, and Shandong continued to maintain the status of the country's "top three". In the first half of the year, the GDPs of Guangdong and Jiangsu increased by 2.0%and 1.6%, respectively, and did not reach the average level of 2.5%nationwide, while Shandong was 3.6%, which was higher than the two provinces of Guangdong and the Soviet Union, and higher than the national average.

Another data is that Shandong's GDP increased by 281 billion yuan in the first half of the year, Guangdong increased by 229.1 billion yuan, and Jiangsu increased by 170.9 billion yuan, which means that Shandong's GDP increases higher than Guangdong and Jiangsu, realizing it, and realization has achieved it. Over the years of overtaking over the years. The fiscal revenue of Shandong also exceeded Shanghai in the first half of the year, ranking fourth in the country.

What are the reasons behind this phenomenon? What effect will it have?

Forging the foundation of the resource province

Although more than 20 years ago, the Shandong people try to avoid talking about the "resource provinces". Some experts believe that they should avoid the burden of "resource provinces" on the back of Shandong. However, it is undeniable that it is precisely because of this "resource province" status in Shandong and forge the foundation of its economic development, especially when facing sudden factors such as epidemics, its significance is even more prominent.

Shandong is the large resource province in my country. Its gold, sulfur, and gypsum reserves in the country are ranked first in the country. Petroleum, coriander, diamonds, and magnesium minerals are second in the country. Mineral reserves ranks among the top ten across the country. Its resource endowment ranks first in the eastern province and is second only in the country after Sichuan, Shaanxi, Shanxi, Inner Mongolia, Xinjiang and other provinces.

Since 2021, the price of global industrial raw materials has risen, with an average increase of more than 50%. Shandong as a large resource province has benefited a huge benefit. Since 2022, global oil, natural gas, coal and other products have continued to rise, which has also driven the income profit level of related companies. Shanxi, Ningxia, Shaanxi and other provinces (autonomous regions), which also developed higher in development in the first half of 2022.

As an important industrial province in the country, Shandong ranks third in the country, especially in the field of heavy industrial. In terms of basic industries, Shandong has obvious advantages. Data in 2021 show that in the 18 types of industrial raw materials, 13 categories in Shandong have entered the top five in the country.

In the future, the price of global industrial raw materials will be high for a long time, and Shandong benefits in this regard.

Epidemic prevention and control measures

As we all know, the impact of the epidemic on the economy in 2022 is far more than two years. In March, especially since April, indicators such as employment, industrial production, and electricity consumption of employment, industrial production, and electricity consumption have been significantly lower. Difficulties have a larger impact in some aspects and a certain extent than in the 2020 epidemic. This is the central government's setting of the epidemic on May 25 at the National Holding Economic House TV Television Conference on May 25.

Therefore, in the first half of 2022, the changes in the local economic pattern, such as the increase in Shandong GDP, the first Super Soviet Union, etc., were related to the severity of the epidemic conditions in the first half of the year. Because of its near Hong Kong, Shenzhen has become a serious city affected by the epidemic, and the impact of Shenzhen's economy has also greatly affected the development of other cities in the Guangdong -Hong Kong -Macao Greater Bay Area.

Beginning in April, due to the Shanghai epidemic, Nanjing, Suzhou, Wuxi, Nantong, Jiangsu Province, which is integrated under the Yangtze River Delta, have been affected to varying degrees. Think of it.

Since this year, Shandong has also encountered an impact of the epidemic. Up to now, Shandong has held a total of 32 epidemic prevention and control press conferences. According to reports, this wave of local epidemics in Shandong lasted for more than two months. However, compared with Shenzhen and Shanghai, the epidemic in Shandong belongs to multiple distributions, local outbreaks, and effective prevention and control measures. There is no large -scale static management and control status, thereby ensuring economic development.

Converting results of new and old kinetic energy

Of course, the economic performance of Shandong in the first half of the year is inseparable from its new and old kinetic energy conversion in recent years.

Shandong is the pioneering area of ​​the new and old kinetic energy conversion in my country. It is responsible for exploring industrial transformation, realizing the transformation from traditional manufacturing to advanced manufacturing, from the pursuit of scale to the pursuit of scientific and technological innovation. Today, Shandong ushered in its thick stages.

First, the production capacity of new and old kinetic energy conversion has begun to release. From the perspective of industry, the high -tech manufacturing industry increased by 15.5%in the first half of the year, which was 10.7 percentage points higher than the industrial added value; the output of new energy vehicles, industrial robots, and integrated circuits increased by 261.0%, 33.1%, and 18.2%year -on -year. From the perspective of investment, investment in high -tech industries increased by 19.5%, of which high -tech manufacturing investment increased by 36.9%.

The growth of high -tech related data shows that Shandong companies are constantly contributing their technological innovation forces. Data show that as of the end of 2021, the number of listed companies in Shandong Province rose to 269, an increase of 40 new companies, with a total market value of 4 trillion yuan; provincial -level "specialized new" SMEs reached 3,424, and the state There are 362 new "little giants" enterprises in the class.

Secondly, the conversion has brought changes in industrial institutions. The optimization and upgrading operation of the industrial chain and supply chain has actively promoted the intelligent and green transformation of the traditional manufacturing industry in Shandong. Shandong has gradually integrated into the global industrial chain, which has driven the continued optimization of the trade structure. From the perspective of export data in the first half of the year, exports of electromechanical products increased by 20.3%, accounting for 41.8%of the total exports. At present, Shandong has created 13 provincial strategic emerging industrial clusters including new energy materials, information technology, biotechnology, and marine equipment industries, of which 7 strategic emerging industrial clusters have exceeded 1 trillion yuan. Data show that in the first quarter of 2022, the added value of Shandong New Energy Vehicle Industry increased by more than 210%, integrated circuits increased by more than 30%, and industrial robots increased by more than 210%.

In addition, the new business format of consumption brought by conversion has become the main engine of consumption growth. From the perspective of consumption, the rapid development of online consumption has further expanded the scope and scale. Data show that in the first half of the year, the online retail sales of Shandong Province was 320.72 billion yuan, an increase of 11.3%year -on -year. Among them, the online retail sales of physical goods were 286.82 billion yuan, an increase of 14.9%year -on -year.

▲ On June 25, a freight train introduced the Jinan Hub Project Jingjiao Link to the North -North Stebridge through the transformation of the Jixian high -speed rail. Picture/Xinhua News Agency

What other advantages in Shandong

In fact, this is not the first time in Shandong has shown such a good performance in growth and increase.

From January to September 2021, the nominal growth rate of Shandong GDP was 15.81%, surpassing Guangdong (12.26), Jiangsu (15.02%) and Zhejiang (15.33%). Strong province.

But in order to surpass Su Yue in the total amount of GDP, Shandong still needs to work hard.

One obvious comparison is that the electricity consumption is widely regarded as a barometer of the local economy. The electricity consumption in Shandong Province still ranks first in the country, higher than Su Yue. This is inconsistent with the ranking of GDP. Behind it is actually in the industrial structure of Shandong. The proportion of energy -consuming enterprises is higher, which leads to the high power consumption and the total GDP is lower than Su Yue. Of course, this is also an important reason for the conversion of new and old kinetic energy in Shandong.

For Shandong, there is a good news that the phenomenon of population flow has been contained. According to the seventh census, during the 2010-2020 period, the net increase in Shandong's population increased by 5.734 million, which was second only to Guangdong (21.69 million), Zhejiang (10.14 million) and Jiangsu (6.087 million). The future economic development is also a large extent. It is also one of the advantages of Shandong's development.

In addition, Shandong Province is a more balanced province with local development. Today, Shandong is building a "group, two hearts, and three laps" overall layout. Among them, "a group" refers to incorporating all cities in Shandong Province, and the "two hearts" refer to the two cities of Jinan and Qingdao as the core.

The purpose is to coordinate the production, life, ecology and safety construction of each city, and promote the regional balanced development of the Shandong Peninsula. At the same time, it is necessary to implement the "strong provincial capital" strategy, support Jinan to build national central cities, and drive the transformation of new and old kinetic energy in the province to achieve breakthroughs; it is also necessary to fully support Qingdao to build a global marine central city and form a dual -core layout. Through the dual -core effects of Jinan and Qingdao, the province's quality improvement has been driven, and the distance from Jiangsu and Guangdong.

The economic performance in the first half of the year is bright, and the development of Shandong's economic province is worth looking forward to.

Writing / Xie Liangbing (Dean of the Standard Ranking City Research Institute)

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